Briaud Financial Planning’s TKO Group TKO Stock Holding History

Briaud Financial Planning’s Portfolio TKO Stock Details TKO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-129	Closed	-$23K	–	308
2025 Q2	$23K	Buy	+129	New	+$20.7K	0.01%	158

Other funds holding TKO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

XN LP New York $2.72B AUM 46.67% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Briaud Financial Planning's TKO Position: Q3 2025 in Review

Briaud Financial Planning sold out of TKO Group (TKO) in Q3 2025, closing a stake of 129 shares — an estimated $23K sold.

Briaud Financial Planning first reported a position in TKO in Q2 2025 and held it in 1 quarter. The position peaked at $23K in Q2 2025. 610 funds tracked by Wall St. Rank hold TKO as of Q3 2025.

Briaud Financial Planning reported no remaining TKO Group position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 129 TKO Group shares in Q3 2025, an estimated $23K.
Briaud Financial Planning first reported a position in TKO Group in Q2 2025 and held it in 1 quarter.
Briaud Financial Planning's TKO Group position peaked at $23K in Q2 2025.
610 funds tracked by Wall St. Rank held TKO Group as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.